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18101 Von Karman Avenue Suite 1100, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
18101 Von Karman Avenue Suite 1100, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bishop Manogue Catholic High School | Reno | NV | 08/2013 | 05/2017 |
| Blu Group Llc | Reno | NV | 05/2017 | 08/2017 |
| The Ferraro Group | Reno | NV | 05/2018 | 08/2018 |
| Dunham Trust | Reno | NV | 05/2019 | 01/2020 |
| University Of Utah, David Eccles School Of Business | Reno | NV | 08/2017 | 04/2020 |
| Fidelity Investments | Salt Lake City | UT | 05/2020 | 05/2021 |
| Kairos Investment Management Company, Llc | Irvine | CA | 03/2025 | Present |
| Foreside Fund Services, Llc | Irvine | CA | 05/2025 | Present |
| Crewe Advisors | Salt Lake City | UT | 05/2021 | 08/2021 |
| Sundance Bay | Salt Lake City | UT | 08/2021 | 12/2021 |
| Avantstay | Newport Beach | CA | 12/2021 | 08/2022 |
| Whittier Trust Company | Newport Beach | CA | 08/2022 | 01/2025 |
Kairos Investment Management Company, LLC; Investment Related; Irvine, CA; Real Estate Private Equity; Associate; Start Date 3/10/2025; 160 Hrs Per Month; Support current investor communication and account administration. In addition to being an Investment Advisor Representative of Kairos Investment Management Company, LLC, this associate is a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Fund Services, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-05 |
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